Monika S.
Sample Saved me hours every week
The lead routing workflow now runs for our whole sales team. I had tried before but the process mapping lesson made the difference.
Automate busywork with Zapier and Make: real team workflows
Map processes, build reliable automations in Zapier and Make, handle errors and data safely, and document flows your team can maintain
Created by Marta Kowalska
- Updated September 2026
- English
- Beginner
What you will learn
- Identify which tasks are worth automating and which are not
- Map a process step by step before building an automation
- Build multi step Zaps with filters, paths and formatting
- Build Make scenarios with routers, iterators and aggregators
- Use webhooks to connect tools without native integrations
- Handle errors, log runs and alert people when things fail
- Document automations and manage keys and data safely
Course content
Automation foundations
Building in Zapier
- Article: Your first Zap: form to sheet to chat 10 min
- Article: Filters and paths 9 min
- Article: Formatter for cleaning data 9 min
- Article: Webhooks in Zapier 10 min
- Article: Lookups and multi step logic 9 min
Building in Make
- Article: Scenarios and modules 10 min
- Article: Routers and filters 9 min
- Article: Iterators and aggregators 11 min
- Article: Data stores and variables 8 min
- Article: Scheduling and run settings 7 min
Making automations reliable
- Article: Error handling in Zapier 9 min
- Article: Error handlers in Make 10 min
- Article: Logging and alerts 8 min
- Article: Testing changes safely 8 min
Real workflows
- Article: Lead routing 10 min
- Article: Invoice processing from email 11 min
- Article: Client onboarding 10 min
- Article: Publishing content to several channels 9 min
Running automations in a team
- Article: Documenting automations 8 min
- Article: Security, keys and personal data 9 min
- Article: Managing cost and usage 7 min
- Quiz: Final check 6 min
Requirements
- Comfort using common web tools like Google Sheets, Gmail and Slack
- Free Zapier and Make accounts
Description
Every team has work that consists of moving information from one tool to another: copying form entries into a spreadsheet, creating invoices from deals, posting updates in chat, sending the same onboarding emails again and again. Zapier and Make let you automate this work without writing code. This course teaches you to build automations that are useful, reliable and maintainable.
What you will learn
We start with the thinking that matters most: choosing what to automate and mapping a process before touching a tool. Then you build workflows in both Zapier and Make, so you understand their different strengths.
- Triggers, actions, data mapping and filters
- Paths and routers for branching logic
- Formatter tools, iterators and aggregators for shaping data
- Webhooks for connecting tools without a ready made integration
- Error handling, alerts and logging so failures do not go unnoticed
- Security basics for API keys, permissions and personal data
Real workflows
You will build four workflows that small teams use every day: routing new leads to the right salesperson, processing invoices from email attachments, onboarding new clients with tasks and welcome messages, and publishing content to several channels from one source.
Who it is for
Operations staff, marketers, office managers, founders and freelancers who spend hours on repetitive tasks. No coding is needed. Free plans of Zapier and Make are enough for most exercises, although a few features such as multi step paths or premium apps require a paid plan, which I point out where relevant.
Who this course is for
- Operations and admin staff drowning in repetitive tasks
- Founders and freelancers who want to save hours each week
- Marketers and sales teams connecting their tools
Instructor
Marta Kowalska
Automation consultant teaching Zapier, Make, n8n and Airtable for real operations work
- 4.3 instructor rating
- 21 reviews
- 8,310 students
- 3 courses
- Sample
I help small teams remove repetitive work. In practice that means mapping how a process really runs, finding the copy and paste steps, and replacing them with automations and simple internal tools built in Zapier, Make, n8n and Airtable.
I teach automation as a craft with rules: start from the process, not the tool, design for failures, log what happens and document each flow so someone else can maintain it. I also cover the less glamorous topics such as API keys, webhooks, rate limits and data privacy.
Each course is built around workflows I have set up many times, like lead routing, invoice handling and onboarding checklists, so you can adapt them straight away.
Student reviews
Tunde A.
Sample Invoice workflow is brilliant
Our finance assistant now only approves invoices instead of typing them. Human approval step was a smart touch.
Andre L.
Sample Great comparison of both tools
Building the same workflow in Zapier and Make helped me choose Make for our heavier processes.
Fatou D.
Sample Error handling section is essential
My automations used to fail silently. Alerts and a daily log fixed that. Some features needed a paid plan.
Ricardo M.
Sample Clear and well organised
Short lessons that build on each other. The iterators and aggregators lesson finally made sense of Make.
Hanna B.
Sample Pricing changes caught me out
Good content, but plan limits differed from what I expected. Check current pricing as the course suggests.
Greta N.
Sample Security lesson appreciated
I had been connecting everything with my personal account. Service accounts and least privilege are now our standard.
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